Marcelino Oliveri is a financial advisor with Raymond James Financial in Etters, PA, holding a Series 66 designation and four years of industry experience. His career includes roles at Raymond James Financial, Fulton Bank, and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Hulyo is a financial advisor with Edward Jones in Lititz, PA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Michael Marrazzo is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024. Prior to this, he spent over three decades at Woodbury Financial Services and has been president and owner of Ideal Financial Center LLC since 2009. Outside of his advisory role, he is involved in managing fixed annuity and insurance sales through his firm, Ideal Financial Center LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering a range of brokerage and advisory services supported by a model-based investment approach and multiple platform options.

Thomas Garlic is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has worked with Benchmark Advisor Networks and Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he serves as vice president of the Swatara Action Team, a civic organization focused on community outreach and event planning. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to utilize affiliated and third-party managers or create bespoke strategies.

Frederick Blair is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 37 years of industry experience. He is the founder of Commonwealth Financial Associates, Ltd., where he has served as president since 1986, and he operates Blair Financial Services. Outside of his advisory work, he is involved as a co-trustee of a private family trust and has served in executor roles for family estates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of customizable strategies delivered via affiliated broker-dealer and RIA relationships.

Heath Greene is a financial advisor with Edward Jones in Hershey, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hope Community Church and Gardner-Webb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Claudia Whiston is a financial advisor with Primerica Advisors in Hummelstown, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Michael Moran is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Infinex Investments, Cetera Advisor Networks, and Northwest Bank, where he continues to work alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Kevin Kleinfelter is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he serves as a board member for the Lebanon Rescue Mission, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Rebekka Swanigan is a financial advisor at LPL Financial with Series 66 registration and two years of industry experience. Her prior work includes roles at M&T Bank, PHEAA, and Masonic Villages. Swanigan’s activities include a relationship banker position at M&T Bank focused on investment-related services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Daniel Fahringer is a financial advisor with LPL Enterprise in Harrisburg, PA, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, New York Life Insurance Company, and several other financial services firms. Fahringer also operates Forest Hills Financial Group, his outside business DBA linked to his LPL advisory activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Scott Carr is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Avantax Advisory Services, and Cadaret, Grant & Co. He also works as an insurance agent, selling term life insurance, whole life insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management, and institutional platforms, combining advisory services with a broad range of related financial products and partnerships.

Ann Seitz Brown is a Series 66-licensed financial advisor with Thrivent Investment Management in Mount Joy, PA, bringing nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Outside of her advisory role, she serves on the Candidacy Committee of the Lower Susquehanna Synod of the Evangelical Lutheran Church in America, which reviews and guides prospective ministry leaders. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning recommendations covering a broad range of topics, with options to combine these plans with managed-account programs under a consolidated billing system called “WealthPlan.”

Scott Bilheimer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to corporations and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jared High is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Northwest Bank and C.M. High. Outside of advisory roles, Jared has experience with Fox Meadows Creamery and was a student in the Manheim Central School District for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and research tools.

Kerin Foley is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Outside of her advisory role, she is also the owner of a real estate business focused on buying and reselling properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization, discretionary management options, and access to alternative investments through third-party platforms.

Connor Rowe is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Raymond James Financial and Fulton Bank. Outside of his advisory work, he serves as a high school boys lacrosse coach for Penn Manor High School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and public finance services.

Garrett Gillette is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients and their families develop and implement comprehensive financial plans tailored to their individual goals and objectives. Garrett has experience in various financial advisory roles, including Financial Advisor Senior Associate at Vanguard from 2021 to 2023, Financial Advisor at CUNA Brokerage Services from 2020 to 2021, and Licensed Relationship Banker at Citizens Securities Inc from 2017 to 2020. His professional background reflects a commitment to wealth planning and client education. Outside of his professional work, Garrett has personal interests in cars, cooking and baking, fitness, golf, outdoor adventures, and snowboarding.

George McDonald is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual, Fastenal, and Chick-Fil-A. Outside of finance, he was involved with E's Pressure Washing for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Malene Frost is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior roles include positions at Equinox, Bedford Stuyvesant Restoration Corporation, GlaxoSmithKline, and Calvin Klein. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.